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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,794 | $54,541-61.9% | $78,778-73.6% | $70,126-70.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | -13.71% | 21.07%-34.8pp | 35.62%-49.3pp | 73.15%-86.9pp |
| Employer contribution / active EE | $8,530 | $1,089+683.7% | $1,986+329.6% | $2,343+264.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,695 | $3,709-27.3% | $5,134-47.5% | $4,645-42.0% |